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Original filing (PDF)20250924091630NAL0007916528001
FIT TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
FIT TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~85 bps in Sched C feesNo recordkeeper disclosed
Active participants
141
Accounts w/ balance
163
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 63% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIT TECHNOLOGIES, LLC.
Plan sponsor
Name
FIT TECHNOLOGIES, LLC
EIN
34-1907582
Address
1375 EUCLID AVE · STE 500 · CLEVELAND, OH · 441151808
Phone
(216) 583-5002
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CIUNI & PANICHI, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
Investments
20 direct securities · 1 pooled fund· $4.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.7M
20 holdings
Pooled Separate Account
$125K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $733K | 15.5% | |
| Fixed Income Guaranteed Option ** Guaranteed investment contract | — | — | — | $495K | 10.4% | |
| T Rowe Price Large-Cap Growth Fund Registered Investment Company | — | — | — | $458K | 9.7% | |
| Fidelity US Bond Index Registered Investment Company 86 JPMorgan US Value Fund Registered Investment Company | — | — | — | $394K | 8.3% | |
| PIMCO Income Fund Registered Investment Company | — | — | — | $392K | 8.3% | |
| BlackRock LifePath Index 2065 Fund Registered Investment Company 655 BlackRock LifePath Index Retirement Fund Registered Investment Company 43 Bond Fund of America Registered Investment Company | — | — | — | $386K | 8.1% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $235K | 5.0% | |
| ClearBridge International Growth Fund Registered Investment Company | — | — | — | $231K | 4.9% | |
| BlackRock Emerging Markets Fund Inc Registered Investment Company | — | — | — | $225K | 4.7% | |
| BlackRock LifePath Index 2050 Fund Registered Investment Company | — | — | — | $221K | 4.7% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $153K | 3.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $125K | 2.6% | |
| MFS Mid Cap Growth Fund Registered Investment Company | — | — | — | $106K | 2.2% | |
| MFS Mid Cap Value Fund Registered Investment Company | — | — | — | $106K | 2.2% | |
| American Century Small Cap Value Fund Registered Investment Company | — | — | — | $104K | 2.2% | |
| Fidelity Small Cap Growth K6 Fund Registered Investment Company | — | — | — | $102K | 2.1% | |
| (E) | — | — | — | $95K | 2.0% | |
| 4.25% to 10.50% (cost $0) | — | — | — | $95K | 2.0% | |
| BlackRock LifePath Index 2055 Fund Registered Investment Company | — | — | — | $66K | 1.4% | |
| BlackRock LifePath Index 2060 Fund Registered Investment Company | — | — | — | $48K | 1.0% | |
| BlackRock LifePath Index 2045 Fund Registered Investment Company | — | — | — | $41K | 0.9% |
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